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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
38
Reduced
36
Closed
11
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$779K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35.9M
2
BTS
2
BB&T Securities
Virginia
$5.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
Wells Fargo
5
Wells Fargo
California
$34.3M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
SC
2
SouthState Corp
Florida
$1.48M
3
LIA
3
LBMC Investment Advisors
Tennessee
$0
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.1M
5
VFS
5
VSR Financial Services
Kansas
$740K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$759K +$38.9K +507 +5%
VFS
52
VSR Financial Services
Kansas
$740K -$838K -10,934 -53%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$675K +$675K +8,805 New
HIS
54
Horizon Investment Services
Indiana
$584K +$152K +1,983 +35%
SFM
55
Signet Financial Management
New Jersey
$584K +$584K +7,611 New
HCM
56
Hollencrest Capital Management
California
$552K – – –
SBH
57
Segall Bryant & Hamill
Illinois
$545K -$996 -13 -0.2%
EAM
58
Evanson Asset Management
California
$542K +$51.4K +670 +10%
ANB
59
Amarillo National Bank
Texas
$539K – – –
VKH
60
Virtu KCG Holdings
New York
$536K -$44.4K -579 -8%
BIA
61
Biondo Investment Advisors
Pennsylvania
$505K +$44.5K +580 +10%
HighTower Advisors
62
HighTower Advisors
Illinois
$503K +$158K +2,056 +46%
SB
63
Suntrust Banks
Georgia
$499K +$76.6K +1,000 +18%
NES
64
New England Securities
New York
$487K +$38.9K +507 +9%
SPC
65
Sigma Planning Corp
Michigan
$485K +$485K +6,328 New
JIC
66
Johnson Investment Counsel
Ohio
$452K – – –
SE
67
Summit Equities
New Jersey
$443K – – –
Deutsche Bank
68
Deutsche Bank
Germany
$435K -$34.5K -450 -7%
BHB
69
Bank Hapoalim BM
Israel
$426K -$51.5K -671 -11%
AA
70
Ancora Advisors
Ohio
$414K – – –
AFG
71
Albion Financial Group
Utah
$407K -$60.7K -791 -13%
GHA
72
GW Henssler & Associates
Georgia
$407K -$2.76K -36 -0.7%
William Blair & Company
73
William Blair & Company
Illinois
$400K +$400K +5,220 New
MCM
74
Mengis Capital Management
Oregon
$400K +$400K +5,221 New
MFS
75
MSI Financial Services
Massachusetts
$384K +$208K +2,714 +118%
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